Communication is essential to creating a professional experience and trust for your clients.
Use Email Templates and SMS Templates to automate your day to day communications such as your confirmation and reminder emails.
For bulk one-off communications, see Related Links below.
To send a one-off individual message to a member;
Go to Find Member > Member Details > Communication tab
Select Send Email' or Send SMS
Write your SMS/Email message
Personal Communication Task
When a member requires personal communication, a task can be generated to ensure the correct staff member is aware and follows through.
Completing this task through the Communication Tab within the member’s profile ensures a task log is maintained alongside existing communication history.
A task created here will appear under Tasks > Manual Tab for staff to view and take action.
If you would prefer to opt out, please click this link and send us a request.
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